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Authentikos Wealth Advisory, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Authentikos Wealth Advisory, LLC
报告期 2026-03-31 · CIK 0001967054
持仓数
70
前50大市值合计
$141.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 75 项
建仓 18
增持 10
减持 35
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
SGOV
ISHARES TR
+$2.6M
26,231
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.5M
0
-100%
减持
SPYM
SPDR SER TR
-$1.5M
122,596
-30%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
IEF
ISHARES TR
+$1.4M
14,647
清仓
JANT
AIM ETF PRODUCTS TRUST
-$1.1M
0
-100%
增持
USFR
WISDOMTREE TR
+$1.1M
31,425
+224%
增持
BIL
SPDR SER TR
+$879.8K
16,455
+139%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$825.6K
33,158
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$808.3K
23,499
+218%
建仓
IAU
ISHARES GOLD TR
+$785.7K
21,590
清仓
UAUG
INNOVATOR ETFS TR
-$751.5K
0
-100%
增持
ULST
SSGA ACTIVE ETF TR
+$751.1K
26,824
+226%
清仓
FXF
INVESCO CURRENCYSHARES SWISS
-$745.5K
0
-100%
建仓
XJUN
FIRST TR EXCHNG TRADED FD VI
+$740.9K
22,149
增持
SHV
ISHARES TR
+$712.5K
9,770
+193%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$697.1K
16,889
+228%
建仓
TAIL
CAMBRIA ETF TR
+$669.3K
49,283
减持
AAPL
APPLE INC
+$644.9K
10,359
-1%
减持
—
COLLABORATIVE INVESTMNT SER
-$584.2K
984,545
-4%
建仓
JUNW
AIM ETF PRODUCTS TRUST
+$503.5K
19,542
减持
XDQQ
INNOVATOR ETFS TR
+$502.6K
135,326
-5%
减持
OZ
BELPOINTE PREP LLC
-$489.7K
5,461
-43%
清仓
SCHP
SCHWAB STRATEGIC TR
-$489.5K
0
-100%
清仓
ITOT
ISHARES TR
-$483.2K
0
-100%
建仓
DIV
GLOBAL X FDS
+$481.2K
28,817
清仓
NORW
GLOBAL X FDS
-$481.2K
0
-100%
减持
IVV
ISHARES TR
+$423.3K
10,566
-5%
减持
XDSQ
INNOVATOR ETFS TR
+$381.3K
125,186
-6%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$337.4K
14,875
清仓
ESGU
ISHARES TR
-$311.0K
0
-100%
建仓
MAYW
AIM ETF PRODUCTS TRUST
+$257.1K
9,938
建仓
EDV
VANGUARD WORLD FD
+$254.3K
2,921
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$248.7K
0
-100%
清仓
DAPR
FIRST TR EXCHNG TRADED FD VI
-$247.1K
0
-100%
清仓
DJAN
FIRST TR EXCHNG TRADED FD VI
-$245.7K
0
-100%
清仓
DFEB
FIRST TR EXCHNG TRADED FD VI
-$244.8K
0
-100%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$244.3K
107,625
-2%
建仓
QUAL
ISHARES TR
+$244.1K
1,810
建仓
—
ISHARES TR
+$242.4K
9,586
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$240.3K
7,979
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$236.7K
6,432
-39%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$232.7K
17,101
减持
MFUL
COLLABORATIVE INVESTMNT SER
-$229.5K
303,350
-5%
建仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$225.6K
15,346
减持
RULE
COLLABORATIVE INVESTMNT SER
-$219.9K
473,093
-4%
建仓
USMV
ISHARES TR
+$218.4K
2,938
减持
ZHDG
TIDAL ETF TR
+$190.6K
196,991
-4%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$155.9K
61,037
-3%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$137.8K
9,686
+10%
减持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$137.1K
114,572
-5%
减持
SCHX
SCHWAB STRATEGIC TR
+$133.3K
32,908
-7%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$120.4K
65,858
-4%
建仓
—
SIMPLIFY EXCHANGE TRADED FUN
+$102.0K
17,465
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$92.4K
10,084
+19%
减持
NTRL
FIRST TR EXCH TRADED FD III
-$91.2K
87,967
-4%
减持
INTU
INTUIT
+$81.8K
1,191
-0%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$80.4K
23,206
-12%
减持
AXP
AMERICAN EXPRESS CO
+$75.9K
3,022
-1%
减持
WDIV
SPDR INDEX SHS FDS
-$63.1K
8,856
-9%
减持
JULW
AIM ETF PRODUCTS TRUST
+$60.2K
45,965
-6%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$58.8K
61,079
-4%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$42.4K
29,510
-5%
增持
LMT
LOCKHEED MARTIN CORP
-$41.5K
1,962
+1%
减持
IWM
ISHARES TR
+$40.9K
7,333
-4%
减持
GLDM
WORLD GOLD TR
-$25.3K
6,102
-14%
减持
ANGL
VANECK ETF TRUST
-$24.8K
10,173
-11%
减持
DECW
AIM ETF PRODUCTS TRUST
+$18.7K
19,996
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$15.2K
1,730
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$14.7K
3,224
-6%
减持
BND
VANGUARD BD INDEX FDS
-$14.5K
4,644
-5%
减持
VYM
VANGUARD WHITEHALL FDS
-$11.3K
4,086
-1%
减持
TLT
ISHARES TR
-$6.2K
8,097
-4%
增持
CVX
CHEVRON CORP NEW
+$5.8K
1,442
+17%
减持
EDIV
SPDR INDEX SHS FDS
+$2.6K
16,921
-15%
减持
DECT
AIM ETF PRODUCTS TRUST
+$834
9,160
-11%
